- Support new and existing customers by offering recommendations for products and services required
- Promote retention of existing customers by building strong relationships and providing quality customer service
- Navigate multiple insurance partner online portals to complete customer applications
- Quote new business through outbound calls and walk-in clients
- Communicate with insurance company Underwriters to ensure evolving guidelines are met
- Prospect and up-sell to clients on all lines of business sold
- Liaise between client and external insurance partners to ensure fair and proper representation for both parties
- Continuous self-development, through industry and community involvement, and industry related courses
- RIBO License required
- Experience providing excellent customer service
- Must be able to communicate professionally in person, over the phone, and through email
- Experience managing a book of business or relatable work experience
- A desire to learn new systems and processes
- Strong problem-solving skills and the ability to adapt to different work environments
- Passionate about helping people, self-driven, and determined to succeed
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Dexterra Petawawa, ON, CanadaWe have a far-reaching presence acrossthe entire continentNorth America with hundreds of full-time and part-time opportunities at any given time. We aim to provide our people with more than just a job – we offer fulfilling opportunities in a culture that promotes stability, diver ...
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Account Director
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Account Director
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Dexterra Petawawa, Canada Full timeWHAT'S THE JOB? · At Dexterra, we create exceptional customer experiences that make our clients shine. Powered by passionate people, we bring the right teams with the right skills together to turn problems into solutions and challenges into moments of ingenuity. · As an Account D ...
Account Executive - Petawawa, Canada - Western Financial Group
Description
Here is what a typical day looks like
The value you bring
Hours: 37.5/ week
Location: Petawawa, Ontario
Requisition #: 80301
What if I don't meet every requirement?
If you're excited about the role but your experience doesn't check every box – we still encourage you to apply. You may be the right person for this role – or we might have another that suits you even better
At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us.
Health and Wellness
We take pride in providing programs that add value to our people's lives – after all, they are our greatest asset. Eligible employees receive a competitive compensation package consisting of 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.
For over 20 years, supporting our local communities has been a part of everything we do – it's engrained in our culture though the Western Financial Group Communities Foundation.
